Search Results for: Financial Advisor

RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance
Fintech News

RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the launch of an automated Form CRS creation tool and resources to help registered investment advisors (RIAs) complete the upcoming required Form CRS filing. Unlike many compliance firms......
Acronis #CyberFit Financing Offers Access to Special Funding to Help Businesses Survive and Grow During Challenging Times
Fintech News

Acronis #CyberFit Financing Offers Access to Special Funding to Help Businesses Survive and Grow During Challenging Times

Fintech News Desk
by Fintech News Desk0
As small businesses struggle during the coronavirus outbreak, Acronis, in partnership with Lendio, is taking action to give as many businesses as possible access to vital government funding Acronis, a global leader in cyber protection, is taking action to help service providers, customers, and all U.S. businesses to stay strong and......
How the CARES Act Can Help Your Business By Sam Brownell, CFA, CVA, Stratus Wealth Advisors
Fintech Guest Posts

How the CARES Act Can Help Your Business

Sam Brownell
by Sam Brownell0
With the passage of the CARES Act, there are multiple avenues for business owners to seek relief from the economic effects of the coronavirus.  Below, Stratus outlines a few areas that we think will be particularly useful for business owners over the next few months. 1. Paycheck Protection Loan Program......
Global Data Consortium Strengthens Position in Identity Verification by Adding Compliance Leaders
Fintech News

Global Data Consortium Strengthens Position in Identity Verification by Adding Compliance Leaders

Fintech News Desk
by Fintech News Desk0
 GDC brings unparalleled insight to help industry compliance teams and customers adjust with new chief compliance officer and the formation of a compliance advisory board. GDC is proud to announce that James Philip is going to be joining the team as our Chief Compliance Officer. While it’s not yet common practice in......
i2c Appoints Banking Executive Tracy Seng to Lead Client Success
Banking Fintech News

i2c Appoints Banking Executive Tracy Seng to Lead Client Success

Fintech News Desk
by Fintech News Desk0
Award Winning Financial Services Veteran to Support Expansion of i2c in the U.S. and Around the World i2c Inc., a leading provider of payment and open banking technology, announced the appointment of banking veteran Tracy Seng as EVP, Head of Global Client Success at i2c, responsible for leading account management,......
SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities
Fintech InsurTech News

SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) announced a new partnership with Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries. At a time when accessible technology is paramount for remote workforces, this encouraging development expands the......
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
OneConnect's Gamma Lab Wins in Knowledge and Reasoning Tasks at 14th International Workshop on Semantic Evaluation
Artificial Intelligence Fintech News

OneConnect’s Gamma Lab Wins in Knowledge and Reasoning Tasks at 14th International Workshop on Semantic Evaluation

Fintech News Desk
by Fintech News Desk0
Enables machines to better understand and extract free text, with applications for financial contract management and epidemic policy advisory OneConnect Financial Technology Co., Ltd., a leading technology-as-a-service platform for financial institutions in China, is pleased to announce that its artificial intelligence research institute, Gamma Lab, topped the rankings in two sub-tasks under ‘Common Sense Knowledge and......
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